Concert Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$371K Sell
2017
Q1
$516K Sell
2016
Q4
$595K Sell
2016
Q3
$1.37M Sell
2016
Q2
$1.3M Sell
2016
Q1
$1.48M Sell
2015
Q4
$1.81M Buy
2015
Q3
$1.65M Sell
2015
Q2
$2.27M Sell
2015
Q1
$708K Buy
2014
Q4
$2.12M Buy
2014
Q3
$2.1M Sell
2014
Q2
$2.28M Sell
2014
Q1
$2.67M Sell
2013
Q4
$2.88M Sell
2013
Q3
$2.78M Buy
2013
Q2
$2.47M Buy